Insurance Agent

Promise and Prosper group; New York (NY); Remote; USD 60,000 - 80,000; Full time

Job summary

Promise & Prosper Group is seeking a full-time remote Insurance Agent to advise clients on coverage aligned with their financial goals. You will conduct virtual consultations and use CRM tools to assess risk and present proposals.

You will manage policy applications and renewals, maintain client relationships, and stay informed about regulations and product updates while collaborating with internal teams to ensure exceptional service.

Qualifications

• Experience in insurance or financial services, familiarity with regulatory requirements, and CRM or sales software.
• Strong communication and negotiation skills, ability to work independently in a remote setting.
• Proven sales skills and ability to match clients with suitable coverage options.

Responsibilities

• Advise clients on insurance products and align with their financial goals.
• Conduct virtual consultations and assess coverage needs.
• Prepare and present insurance proposals; manage policy applications and renewals.
• Maintain relationships and respond to inquiries, resolving issues with a high standard of service.
• Collaborate with internal teams; stay informed about regulations and product updates.
• Use digital tools to track sales activities and performance metrics.

Skills

Insurance Sales

Insurance Brokerage

Finance

Customer Service

Job description

Company Description

Promise & Prosper Group is a public company driven by the guiding principles of "Build. Protect. Preserve." The organization focuses on delivering services and solutions that help clients build resilient financial futures and protect lasting value. By partnering closely with clients, Promise & Prosper Group aims to foster sustainable, long-term growth and stability. The company’s commitment to resilience and value preservation shapes its approach to insurance and financial services, creating a client-centric environment for both customers and team members.

Role Description

This full-time remote Insurance Agent role is responsible for advising clients on insurance products and services that align with their financial goals and risk profiles. On a day-to-day basis, the Insurance Agent will conduct virtual consultations, assess coverage needs, prepare and present insurance proposals, and manage policy applications and renewals. The role includes maintaining ongoing relationships with clients, responding to inquiries, resolving issues, and ensuring a high standard of customer service. The Insurance Agent will also collaborate with internal teams, stay informed about industry regulations and product updates, and use digital tools to track sales activities and performance metrics.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance to effectively advise clients and drive policy growth.
• Candidates should possess skills in Insurance Brokerage to navigate carrier offerings and match clients with suitable coverage options.
• Candidates should possess skills in Finance to understand clients’ financial objectives and provide appropriate insurance solutions.
• Candidates should possess strong Customer Service skills to build trust, manage client relationships, and handle inquiries professionally.
• Relevant qualifications include prior experience in insurance or financial services, familiarity with regulatory requirements, and proficiency with CRM or sales software.
• Additional beneficial qualifications include strong communication and negotiation skills, the ability to work independently in a remote setting, and a valid insurance license in applicable jurisdictions.